401(k) · DOL Form 5500 · 2023

Banyan Street Advisors LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
106
Participants Small participant base
55th
Percentile by assets National rank
$78,293
Avg per participant Below avg balance/head
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Official DOL plan name: Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Banyan Street Advisors LLC · Florida · Real Estate

$8M in assets, 106 participants

Banyan Street Advisors LLC's Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,448 in Real Estate (4,727 peers)

Coverage in Florida

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust covers 106 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#3,448
in Real Estate (4,727 peers)
+23.3%
assets growth YoY

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,299,049 Top 45% higher than 55% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$670K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 129 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 800718963 · Banyan Street Advisors LLC PY 2023 · 401(k)

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust · $8M · 106 · 55th

  • EOY $8M
  • 5500 106
  • ASSETS 55th
  • PCT 401(k)
  • EIN near John Jones Auto Group 401(k) Plan
  • RANK ind #3448

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Florida →

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & TrustBanyan Street Advisors LLC 4…$8MJohn Jones Auto Group 401(k) PlanJohn Jones Auto Group 401(k)…$8MMonongahela Valley Hospital, Inc. 401(k) Plan & Trust 003Monongahela Valley Hospital,…$8MReputation Institute 401(k) PlanReputation Institute 401(k) …$8MDetroit Manufacturing Systems, LLC Hourly 401(k) PlanDetroit Manufacturing System…$8M
End-of-year total assets ($M) among Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN800718963
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banyan Street Advisors LLC)

Sponsor-wide plan assets over time

All Banyan Street Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.01258217730841% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.73M $10.5M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 129 $7M
2023 1 106 $8M
2024 1 112 $11M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008299049 · Participants: 106Banyan Street Advisors LLC 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is John Jones Auto Group 401(k) Plan in IN ($8M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 23.3% during 2023, from $7M to $8M. Reported net income was $2M.
How have Banyan Street Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banyan Street Advisors LLC's sponsor-wide assets grew 56.0%, from $7M to $11M.
Which 401(k) plans are similar in size to Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is John Jones Auto Group 401(k) Plan in IN ($8M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800718963.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.